Workflows surface exactly when events are triggered — automatically detecting issues, flagging patients, and presenting the right action at the right moment. No more checklists. No more missed opportunities.
When patients check in, the system automatically detects missing forms, unpaid balances, unscheduled treatments, insurance gaps, birthdays, and more — surfacing the exact workflow needed to resolve each issue on the spot.
When a cancellation creates a gap in the schedule, instantly find the perfect patient to fill it — filtered by insurance, remaining balance, unscheduled treatments, operatory compatibility, and specific procedures.
Define automation rules for your practice — post-op instructions, birthday texts, recall reminders, open balance notices, unscheduled treatment follow-ups. The system sends the right message at the right time, every time.
| Campaign | Trigger | Type | Status | Action |
|---|---|---|---|---|
Post-Op Instructions Text patients post-op care instructions after extraction, implant, or surgical procedures. |
Procedure Completed | SMS | ··· | |
Birthday Greetings Send personalized birthday messages with optional discount codes for whitening or cosmetic services. |
Patient Birthday | SMS | ··· | |
Recall Reminders Automatically remind patients when their 6-month hygiene recall is approaching or overdue. |
Recall Date Approaching | SMS | ··· | |
Open Balance Notices Text patients with outstanding balances a convenient text-to-pay link for quick resolution. |
Balance > 30 Days | SMS | ··· | |
Unscheduled Treatment Follow up with patients who have accepted treatment plans but haven't booked their appointments yet. |
Unscheduled 7+ Days | SMS | ··· | |
Use It or Lose It Text patients with remaining insurance benefits as the calendar year ends — schedule before benefits expire and reset. |
Nov 1 · Benefits > $0 | SMS & Email | ··· |
Automated text reminders at strategic intervals before the appointment — 1 week, 3 days, 1 day, and 1 hour — to maximize confirmations and minimize no-shows.
When a patient calls — or you call them — everything you need appears instantly: next appointment, last visit, balance, hygiene status, unscheduled treatments, and family members. No searching. No switching screens.
Every call has a purpose — collecting payment, booking the patient, handling post-op complaints like discomfort or pain, answering billing questions, reminding about an appointment, or coordinating with the lab or pharmacy. The popup ensures your team can close the loop on every call goal.
Kasper automatically identifies what each call is about — scheduling, payments, cancellations, post-op complaints — then checks follow-up questions specific to that topic. Your rules, enforced per scenario.
Patient called to cancel her filling appointment due to a work conflict. Amanda asked the reason but did not offer to reschedule. The patient left without a new appointment.
Jessica called Marcus to collect an outstanding balance of $285. Marcus said he wasn't aware of the balance. Jessica explained the charges from his last visit, offered to send a text-to-pay link for convenience, and Marcus agreed. Payment of $285 was collected via text-to-pay during the call.
Patient called reporting pain and sensitivity after her extraction two days ago. Amanda confirmed the pain is related to the recent procedure, advised continuing ibuprofen and warm salt water rinses, and assured Emily that some discomfort is normal for 3–5 days. Emily was offered a follow-up appointment if the pain persists beyond Friday.
Each call is categorized into topics. Each topic has follow-up questions. When the answer is "No", you get notified instantly.
Voicemail left but no real call made? Kasper creates a task. Missed call not returned within 1 hour? Task generated. Every rule you set becomes a task that your team must close.
Beyond individual call scoring, set office-wide governance thresholds. Kasper monitors trends and alerts you when standards slip.
Every evening, receive a comprehensive summary — calls that went well, calls that need attention, governance rule compliance, and immediate alerts when payment plan credit cards fail.
Set rules like "collections for production 90+ days should never fall below 97%" and "all payments must be allocated to a procedure." Kasper monitors and flags deviations automatically.
Every patient event — a check-in, a call, a cancellation, a missed payment — triggers the exact workflow your team needs. Rules are enforced. Gaps are filled. Nothing falls through the cracks.
